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Client Success Specialist, Commercial Risk – Middle Market
The Baldwin GroupClient Success Specialist managing commercial insurance renewals and compliance for The Baldwin Group, an insurance brokerage and risk management firm. Coordinating clients, carriers, vendors, and internal teams.
Core Competencies
Role fitCore Competencies
Use this summary to align your resume positioning with the role.
Demonstrates expertise in commercial insurance processes, policy administration, and client service, while effectively managing workflows and coordinating with various stakeholders. Proficient in utilizing Agency Management Systems and Microsoft Office tools to enhance operational efficiency and support compliance activities.
Highest-signal resume keywords
Commercial Insurance ExperienceProperty & Casualty Insurance LicenseAgency Management SystemsMicrosoft Excel ProficiencyClient Service Excellence
ATS Keywords
Tailor your resumeApplicant Tracking System Keywords
Tip: use these terms in your resume and cover letter to boost ATS matches.
Hard Skills
Policy AdministrationProcess ExecutionData ValidationRenewal WorkflowsIssue ResolutionCompliance ActivitiesRecord MaintenanceProcess ImprovementsCertificate IssuanceClaims Updates
Soft Skills
Strong Communication SkillsIndependent JudgmentProblem SolvingCross-Functional CoordinationDiscretion
Tools & Technologies
Agency Management SystemMicrosoft OfficeInsurance Technology Systems
Certifications & Qualifications
Property & Casualty Insurance License
Industry Keywords
Commercial InsuranceBrokerageClient Service RoleRenewal DeliverablesRegulatory Notices
About the role
Key responsibilities & impact- Deliver stewardship promises by owning assigned tasks, meeting due dates, and tracking progression in the Agency Management System
- Independently lead process execution and cross-functional coordination for assigned clients
- Oversee renewal deliverables and ensure accurate and timely execution of renewal activities
- Identify discrepancies, determine root causes, resolve issues, or escalate appropriately
- Support compliance activities, including certificate issuance, policy documentation, and regulatory notices
- Maintain complete and accurate records across systems, files, and client documentation
- Coordinate with carriers, vendors, internal teams, and third-party providers to resolve escalated issues
- Advise colleagues and partners on complex situations and formulate recommendations
- Prepare renewal materials, coverage summaries, certificate instructions, claims updates, and policy administration communications
- Identify and implement process efficiencies and improvements
- Support retention and growth of an assigned book of business through accurate policy administration and high-quality client service
- Participate in renewal calls and client meetings as a knowledgeable point of contact
Requirements
What you’ll need- Bachelor's degree in business, finance, insurance, or a related field preferred
- 1-3+ years of commercial insurance experience in a brokerage, carrier, or other client service role
- Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served, such as applicable Property & Casualty insurance licenses
- Strong verbal and written communication skills
- Microsoft Office skills, particularly Excel, including formulas, lookups, pivot tables, and data validation; proficiency in Word and PowerPoint
- Familiarity with commercial insurance processes and renewal workflows
- Ability to learn Agency Management Systems
- Familiarity with insurance technology systems and basic data interfaces
- Previous experience working with offshore teams or shared service centers preferred
- Ability to independently evaluate complex service situations and exercise discretion and independent judgment
- Ability to manage workflows across different time zones and delivery models
Benefits
Comp & perks- 🌐 Worldwide ❌ Jobs You've Hidden ⭐️ Saved Jobs ✅ Applied Jobs ✉️ Email Alerts 👤 Account The Baldwin Group Website LinkedIn All Job Openings 1001 - 5000 employees 💼 Consulting 🏥 Healthcare ⚖️ Legal 💰 $170M Post IPO debt on 2023-10 Consulting
- Healthcare
- Legal The Baldwin Group is a national advisory firm specializing in risk management and insurance brokerage, offering comprehensive solutions for businesses and individuals. It provides commercial insurance, employee benefits, retirement consulting, private risk and wealth management services, plus specialty offerings like reinsurance and MGAs, tailoring strategies to protect assets and support growth. The firm emphasizes collaboration, market insights, and customized plans for companies across industries as well as high-net-worth individuals. Client Success Specialist, Commercial Risk – Middle Market 🔥 1 minute ago 🏢 Fort Myers – Onsite ⏰ Full Time 🟢 Junior 🏆 Customer Success 🚫👨🎓 No degree required 👻 Ghost score 10% Apply Now Customize resume + cover letter Report problem ☆ Save ☑️ Mark as applied ❌ Hide 📋 Description
- Deliver stewardship promises by owning assigned tasks, meeting due dates, and tracking progression in the Agency Management System
- Independently lead process execution and cross-functional coordination for assigned clients
- Oversee renewal deliverables and ensure accurate and timely execution of renewal activities
- Identify discrepancies, determine root causes, resolve issues, or escalate appropriately
- Support compliance activities, including certificate issuance, policy documentation, and regulatory notices
- Maintain complete and accurate records across systems, files, and client documentation
- Coordinate with carriers, vendors, internal teams, and third-party providers to resolve escalated issues
- Advise colleagues and partners on complex situations and formulate recommendations
- Prepare renewal materials, coverage summaries, certificate instructions, claims updates, and policy administration communications
- Identify and implement process efficiencies and improvements
- Support retention and growth of an assigned book of business through accurate policy administration and high-quality client service
- Participate in renewal calls and client meetings as a knowledgeable point of contact 🎯 Requirements
- Bachelor's degree in business, finance, insurance, or a related field preferred
- 1-3+ years of commercial insurance experience in a brokerage, carrier, or other client service role
- Must hold or obtain and maintain all required insurance licenses for the role and jurisdictions served, such as applicable Property & Casualty insurance licenses
- Strong verbal and written communication skills
- Microsoft Office skills, particularly Excel, including formulas, lookups, pivot tables, and data validation; proficiency in Word and PowerPoint
- Familiarity with commercial insurance processes and renewal workflows
- Ability to learn Agency Management Systems
- Familiarity with insurance technology systems and basic data interfaces
- Previous experience working with offshore teams or shared service centers preferred
- Ability to independently evaluate complex service situations and exercise discretion and independent judgment
- Ability to manage workflows across different time zones and delivery models Apply Now 📊 Check your resume score for this job Improve your chances of getting an interview by checking your resume score before you apply. Check Resume Score View More Customer Success Jobs 🌐 Worldwide Built by Lior Neu-ner. I'd love to hear your feedback — Get in touch via DM or support@remoterocketship.com Search Remote jobs Search Jobs by country Search jobs by city Search jobs by job title Search entry-level jobs Search junior-level jobs Search senior-level jobs Search jobs by tech stack Search jobs by contract type Search remote internships Search remote part-time jobs Remote jobs Anywhere in the World Companies Hiring Anywhere in the World Companies Hiring Sales People Anywhere in the World Companies Hiring Software Engineers Anywhere in the World Resources About us Advice Tips for finding remote jobs Interview questions and answers Resume examples Cover letter examples Post a job Affiliates Is Remote Rocketship legit? Privacy policy Terms of service Job board SEO course Remote Job Search MasterClass Resume Review AI Apply Copilot OpenClaw job finder API docs Find jobs using your resume Jobs by Country Remote jobs anywhere in the world (Worldwide remote jobs) Remote jobs United States Remote jobs Australia Remote jobs Brazil Remote jobs Canada Remote jobs France Remote jobs Ireland Remote jobs Germany Remote jobs Netherlands Remote jobs Spain Remote jobs UK Popular Jobs Remote data analyst jobs Remote customer support jobs Remote executive assistant jobs Remote marketing jobs Remote product designer jobs Remote product manager jobs Remote project manager jobs Remote recruiter jobs Remote sales jobs Remote software engineer jobs Jobs by Type Remote full-time jobs Remote part-time jobs Remote contract jobs Remote internship jobs Remote entry-level jobs Remote jobs with no experience required Remote junior jobs (1-3 years of experience) Digital nomad jobs Remote jobs with no degree required Freelance remote jobs Temporary remote jobs Remote jobs hiring now Stay at home mom jobs